Peer-to-peer payment apps like Zelle® and Venmo make paying for things really simple, but they have also caught the eye of scammers, looking to take advantage. FineMark’s Christi Lunsford has suggestions to keep your money safe.
Tapering and Rising Rates, and What it Means to Investors
Rates are moving higher in the wake of a recovering economy and signs of a pick up in the inflation rate. What does this move mean for investors?
Updating Your Software
Cyber criminals are constantly looking for new vulnerabilities in the software you use every day. From your laptop to your cell phone to the mobile apps on that phone, bad guys are looking to break in, which is why software updates are so important. FineMark’s IT and CRM Specialist Kim Wargo explains.
Portfolio Actions You Can Take Today To Prepare For Higher Taxes Tomorrow
House Democrats have unveiled a sweeping proposal for tax hikes on big corporations and wealthy Americans. And while many are taking a wait-and-see approach, there are investment strategies that you may want to consider now. FineMark Portfolio Manager Chris Highmark’s takes a look.
Help! I’ve been hacked! Now What?
No matter how secure you try to be online, there’s always a chance you’re accounts will get hacked! FineMark’s Kim Wargo reviews the signs to look out for and the actions to take if you become a victim of cyber criminals. Interested in more ways to secure your information? Check out these other videos below. …
What is a QCD and How Does it Work?
If you are charitably inclined and you’re looking for a way to donate this year, you may want to consider a qualified charitable distribution. FineMark Trust Administrator, Grace Gutierrez explains how it’s a way to give and get a tax benefit in return. What is a qualified charitable distribution? A qualified charitable distribution (QCD) is …
Stay Long Gold
Gold prices have not performed as anticipated over the past 12 months, but as FineMark’s CIO Chris Battifarano explains, gold remains an important part of a diversified portfolio.
Digital Inheritance
Houses, cars, artwork, jewelry. Most people are aware of these valuable physical assets because they see and use them every day. But did you know that digital content are assets as well? FineMark’s I.T. and CRM Specialist, Kim Wargo explains what digital assets are and what happens to them when you’re gone or if you’re …
Keeping Your Cloud Storage Safe
It seems like everyone uses “the cloud” these days to store and manage their data. But how do you know your information is safe and what can you do to help keep it secure? FineMark’s IT & CRM Specialist, Kim Wargo, shares some valuable insight.
FineMark Insights: The Value of Portfolio Rebalancing
When it comes to your investments, working with your advisor to create the strategy that is right for you is critical. But one of the best ways to achieve long term success, is a step many people miss. Chief Investment Officer Chris Battifarano explains the value of rebalancing your portfolio. Click here to watch the …
Beware of Phone Scams
Thieves have become more sophisticated over the years and the chances of someone stealing your identity are increasing. Fraudsters are impersonating financial institutions or tech support companies to trick you into giving your personal information. FineMark Marketing Director, Jessica Catti discusses ways to identify these types of fraudulent calls and how to prevent you from …
FineMark Insights: Inflation
June 16, 2021—Listen to FineMark’s CIO, Christopher Battifarano as he discusses FineMark’s view on inflation in a post Covid world and what it means to your portfolio. Click here to watch the full video. Have questions? Please click here to contact us. Follow us on social media! Click to follow us on Facebook, Linkedin, YouTube, …
